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The following balance sheet and information are given for Carboni Company(CC): C

ID: 2796651 • Letter: T

Question

The following balance sheet and information are given for Carboni Company(CC):

Current Assets

$2,000,000

Current Liabilities

$1,000,000

Short-term Securities

       0

Long-term Liabilities

(Bonds)

$5,000,000

Long-term Assets

7,000.000

Equity

$3,000,000

Total

$9,000,000

Total

$9,000,000

Additional information: The CC’s bond has a face value of $1,000 and pays 10 percent semiannual coupon. The bond matures in 12 years and sells at a price of $920 in the bond market. The beta of CC is 1.25, market risk premium is 7.95 percent and risk free rate is 2.50 percent. The CC’s tax rate is 40%.

a. What is Carboni’s WACC?

b. The following information is given for Guatelli Company(GC):

--Bond outstanding: 3,000 bonds, selling at $995 per bond.

--Common stock outstanding: 260,000 shares, selling at $23.40 per share.

--The before-tax cost of debt of the company is 12.31%, beta of Guatelli is 1.40, market risk premium is 7.95%, tax rate 40%, and risk free rate is 2.50%? What is Guatelli’s WACC?

Calculate WACC for both companies. Please describe, in writing, how you calculate WACCs in 6 lines.

***DO NOT JUST GIVE ME AN EXCEL SPREADSHEET FOR THE ANSWER. I NEED TO KNOW HOW YOU DID THE CALCULATIONS AND AN EXPLANATION***

Current Assets

$2,000,000

Current Liabilities

$1,000,000

Short-term Securities

       0

Long-term Liabilities

(Bonds)

$5,000,000

Long-term Assets

7,000.000

Equity

$3,000,000

Total

$9,000,000

Total

$9,000,000

Explanation / Answer

Solution :- WACC = Weight of bond * Cost of bond + Weight of equity * Cost of equity.

a). Calculation of WACC of Carboni Company (CC) :-

Cost of equity = Risk free return + Beta * Market risk premium.

= 2.50 % + 1.25 * 7.95 %

= 2.50 % + 9.9375 %

= 12.4375 %

Cost of bond = [ Coupon amount + (Face value of bond - Bond price) / Number of Years to maturity ] / (Face value of bond + Bond price) / 2

= [ 1000 * 10 % * 6 / 12 + (1000 - 920) / 12 * 12 / 6 ] / (1000 + 920) / 2

= [ 50 + 80 / 24 ] / 960

= [ 50 + 3.3333 ] / 960

= 53.3333 / 960

= 0.0556 i.e., 5.56 % (approx).

Annual cost of bond (before-tax) = 5.56 % * 12 / 6 = 11.12 %

Annual cost of bond (after-tax) = 11.12 * (1 - 0.40) = 6.672 %

WACC = 6.672 % * 5000000 / (5000000 + 3000000) + 12.4375 % * 3000000 / (5000000 + 3000000)

= 6.672 % * 5000000 / 8000000 + 12.4375 % * 3000000 / 8000000

= 6.672 % * 0.625 + 12.4375 % * 0.375

= 4.17 % + 4.6641 %

= 8.8341 % (Rounded off to 8.83 %)

Conclusion :- WACC of Carboni Company (CC) = 8.83 % (approx).

b). Calculation of WACC of Guatelli Company (GC) :-

Cost of equity = Risk free return + Beta * Market risk premium.

= 2.50 % + 1.40 * 7.95 %

= 2.50 % + 11.13 %

= 13.63 %

Cost of bond (before-tax) = 12.31 %

Cost of bond (after-tax) = 12.31 % * (1 - 0.40) = 7.386 %

WACC = 7.386 % * (3000 * 995) / (30000 * 995 + 260000 * 23.40) +  13.63 % * (260000 * 23.40) / (30000 * 995 + 260000 * 23.40).

= 7.386 % * 2985000 / (2985000 + 6084000) + 13.63 % * 6084000 / (2985000 + 6084000)

= 7.386 % * 2985000 / 9069000 + 13.63 % * 6084000 / 9069000

= 7.386 % * 0.3291 + 13.63 % * 0.6709

= 2.4307326 % + 9.144367 %

= 11.5750996 % (Rounded off to 11.58 %).

Conclusion :- WACC of Guatelli Company (GC) = 11.58 % (approx).

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